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Loomis Sayles Bond Fund;Institutional

Ranked 7 out of 22 in General Bond Funds over 36 months

All calculations are in USD unless stated

The Fund seeks high total investment return through a combination of current income and capital appreciation. The Fund seeks to attain its objective by normally investing substantially all of its assets in fixed income securities, although up to 20% of its assets may be invested in preferred stocks.

sector performance

General Bond Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 7.5% 3.4% 2.4% 1.4% 0.1%
2016 8.6% 2.8% 3.5% 3.5% -1.3%
2015 -6.9% -1.0% -1.0% -4.1% -0.8%
2014 4.8% 3.0% 4.0% -1.8% -0.3%
2013 5.9% 2.3% -1.4% 2.5% 2.5%
2012 15.1% 6.6% 0.1% 4.8% 3.1%
2011 3.8% 3.5% 2.9% -4.9% 2.5%
2010 13.6% 5.0% -0.9% 7.0% 2.1%
2009 37.2% -0.1% 17.2% 12.4% 4.3%
2008 -21.8% -1.8% 0.4% -13.0% -8.9%
2007 8.5% 2.0% 1.9% 3.2% 1.2%
2006 11.3% 2.6% 0.5% 5.0% 2.8%
2005 4.3% -1.0% 2.4% 2.0% 0.8%
2004 11.3% 2.3% -3.5% 6.7% 5.7%
2003 29.2% 6.8% 11.1% 1.9% 6.8%
2002 13.3% 1.3% 3.3% 0.1% 8.3%
2001 2.7% 0.4% -0.5% 0.1% 2.7%
2000 4.4% 4.3% -1.0% 0.8% 0.3%
1999 4.5% 3.6% 0.4% -2.1% 2.6%
1998 4.7% 3.8% 0.5% -5.0% 5.7%
1997 12.7% -0.2% 5.8% 6.2% 0.5%
1996 10.3% -1.0% 1.6% 3.9% 5.5%
1995 32.0% 7.4% 10.7% 4.3% 6.4%
1994 -4.1% -1.5% -2.9% 1.8% -1.5%
1993 22.2% 7.6% 5.3% 4.5% 3.2%
1992 14.3% 3.3% 4.8% 4.8% 0.8%
1991 6.8% 3.9%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date16/05/1991
  • Share Class size9,353Mn
  • Base currencyUSD
  • ISINUS5434958402

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment50

Charges

  • Annual management0.52%